Treasures RM (Licensed, Sales Incentive)

Business Function

As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business – they were made just right for you.

Job Purpose

To deliver exceptional volume and revenue performance by acquiring and engaging with DBS Treasures clients having an AUM => INR 20 Million through “need-based approach” and ensure client coverage and product penetration through cross-sell and up-sell of DBS products and services.

To manage & maintain the highest customer satisfaction and service levels through pro-active client engagement & relationship management, coordinating internally with DBS Service and Distribution and Product team

Key Accountabilities

• Acquire and upgrade quality Treasures clients in the branch location areas

• Engage with existing customers to deepen the wallet share through retention and growth of AUM.

• Accountable for achieving monthly & annual volume and revenue objective, as agreed.

• Ensure activation of e-Channels (I-Banking / M-Banking/ Online MF/Debit Card) and Savings Book growth

• Ensure proper implementation & execution of product strategies through effective relationship management.

• Develop the client trust and loyalty for entrenched relationship with DBS through lifestyle and beyond banking propositions

• Ensure optimum product mix and new- to- product clients aimed at customer level profitability and enhancing client coverage.